See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS3+ years Service code 27 · EIN 87-0506413 | Advisory (Plan) | $179,002 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $33,821 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,439 | $67,228-16.0% | $117,854-52.1% | $77,958-27.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 15.07% | 19.13%-4.1pp | 335.08%-320.0pp | 20.87%-5.8pp |
| Employer contribution / active EE | $1,646 | $2,211-25.6% | $3,786-56.5% | $2,310-28.8% |
| Participant deferral / active EE | $2,960 | $3,653-19.0% | $4,482-34.0% | $3,537-16.3% |
| Admin fee / account holder | $97 | $76+27.9% | $8,020-98.8% | $97-0.4% |